This content applies solely to Connected KYC, which must be purchased separately from the Appian base platform. This content was written for Appian 23.3 and may not reflect the interfaces or functionality of other Appian versions. |
Managing organizational changes can be a big pain point for many organizations. New team members or team members with new responsibilities need to quickly have access to the tools they need to do their jobs. To ensure security, departing team members need to have their access revoked in a timely manner. The Connected FS Settings site in Appian Connected KYC allows business users with the appropriate access to quickly make the changes needed to keep business running securely.
If you need to add new business or security groups, or modify group membership using Appian Designer, see Modifying Groups.
Only business groups are able to be modified from Connected KYC Settings. So what is a business group? A business group is a group that represents the different business roles that will interact with the solution.
For example, sales team members who are involved in Investigations will be in the Sales business group and managers on the legal team who are involved in Investigations will be in the Legal Department Heads business group.
This allows you to put certain teams into security groups to allow access to specific parts of the solution. For example, only members of the Client Investigating and Sales groups have actions to create new Investigations from the Home page.
See Group Reference Page for more information on what groups provide what access in Connected KYC.
Customer groups are a special type of business group. Customer groups allow access to the Customer Site for external users. In order to ensure customers can only see their data and no other customer data, a user may only be added to one customer group at a time.
A customer group is automatically created when a customer is created. Therefore, in the group management tool, there will be one group for every customer.
To view current group members:
The group members display. You can see if a user is a Direct member, which means they have been added directly to the group, or an Indirect member, which means they are a member of a subgroup. If the user is an Indirect member, their subgroup will display in the Parent Group(s) column.
To update group membership:
Note: If the member is an indirect member of the group, you will not be able to remove them from the group. You must remove them from the parent group. For example, a member of the Back Office Department Heads group is an indirect member of the Back Office group. To remove them from the Back Office group, you must remove them from the Back Office Department Heads group.
If a user needs an account, a business user can create one from the group management tool.
To create a new user:
Setting Up Groups